Casey Paton, CFA, CFP®

Casey Paton is a Partner and Senior Wealth Advisor in the Beacon Pointe Boston office, specializing in portfolio management, financial and estate planning, and general tax mitigation strategies.

Clients that begin wealth management and planning engagements with Casey typically do so in tandem with a pivotal ‘Money in Motion’ life event: 401(k) and 403(b) plan rollovers, real estate and/or business sale, divorce settlements, receipt of inheritance, analysis/exercise of company stock options, or general pre-retirement planning.

Casey focuses much of his practice on implementing portfolio strategies to help clients navigate unrealized capital gains in both appreciated equity and real estate assets. With respect to real estate and tax management, Casey is experienced in implementing 1031 exchange ‘off-ramp’ solutions that can be incorporated into a broader wealth management plan.

Prior to joining Beacon Pointe, Casey spent over twenty years working in institutional finance and private wealth management. His career started in Boston, followed by a six-year move to New York City, before returning to New England with his growing family. Casey has spent a significant portion of his career working for major financial institutions including State Street Global Advisors, Credit Suisse, Merrill Lynch, Silicon Valley Private Bank, and First Citizens Wealth. His personal investment experience ranges from building cost-efficient investment portfolios to trading individual stocks and bonds to investing in real estate and private placements.

Casey holds a bachelor’s degree in finance from Villanova University and a master’s degree in finance from Boston College. He currently holds both the Chartered Financial Analyst (CFA®) designation and CERTIFIED FINANCIAL PLANNER® certification.

In addition to his day-to-day responsibilities as a wealth advisor, Casey has been on several boards of non-profit organizations. His most recent board role was with Ukulele Kids Club, a non-profit organization whose mission is to provide musical instruments to kids at various hospitals across the country.

Casey currently resides in Lynnfield, Massachusetts, with his wife and two boys. When he’s not in the office, you’ll generally find him out coaching youth sports around Boston. Every summer he looks forward to catching a game at Fenway Park and vacationing on the North Fork of Long Island. Casey is an avid sports and music fan, and over the years he’s built quite an extensive baseball card collection and a diverse selection of vinyl records.